Notify me when Aevitas Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 114 | $169,002,997 | +$33,415,994 | -$6,009,994 | +$27,406,000 | SHY, MSFT, AAPL, LDUR, XOM | 13F-HR | 24 Jan 2023, 16:27 |
| Q3 2022 | 108 | $133,070,000 | +$9,842,410 | -$8,987,887 | +$854,523 | AAPL, MSFT, PEP, JNJ, PANW | 13F-HR | 24 Oct 2022, 11:20 |
| Q2 2022 | 109 | $147,688,000 | +$13,014,709 | -$3,631,496 | +$9,383,213 | MSFT, AAPL, GLD, JNJ, PEP | 13F-HR | 22 Jul 2022, 09:34 |
| Q1 2022 | 116 | $163,535,000 | +$15,389,944 | -$15,871,713 | -$481,769 | AAPL, MSFT, AMZN, PANW, GLD | 13F-HR | 25 Apr 2022, 13:04 |
| Q4 2021 | 122 | $167,882,000 | +$7,632,432 | -$10,987,728 | -$3,355,296 | AAPL, MSFT, AMZN, PEP, JNJ | 13F-HR | 19 Jan 2022, 17:19 |
| Q3 2021 | 123 | $156,742,000 | +$4,353,046 | -$3,169,965 | +$1,183,081 | MSFT, AAPL, AMZN, GLD, PEP | 13F-HR | 01 Nov 2021, 08:26 |
| Q2 2021 | 123 | $156,558,000 | +$7,381,419 | -$4,300,936 | +$3,080,483 | MSFT, AAPL, AMZN, GLD, JNJ | 13F-HR | 22 Jul 2021, 13:57 |
| Q1 2021 | 118 | $143,366,000 | +$8,868,820 | -$3,240,492 | +$5,628,328 | AAPL, GLD, MSFT, AMZN, JNJ | 13F-HR | 29 Apr 2021, 07:15 |
| Q4 2020 | 114 | $136,601,000 | +$10,499,025 | -$6,007,331 | +$4,491,694 | GLD, AAPL, MSFT, AMZN, PEP | 13F-HR | 19 Jan 2021, 07:43 |
| Q3 2020 | 107 | $120,552,000 | +$11,522,127 | -$996,472 | +$10,525,655 | GLD, AAPL, MSFT, AMZN, PEP | 13F-HR | 22 Oct 2020, 07:50 |
| Q2 2020 | 99 | $108,253,000 | +$7,219,076 | -$3,036,782 | +$4,182,294 | GLD, MSFT, AAPL, AMZN, PEP | 13F-HR | 29 Jul 2020, 07:55 |
| Q1 2020 | 94 | $89,360,000 | +$6,989,014 | -$8,412,962 | -$1,423,948 | GLD, MSFT, AAPL, JNJ, PEP | 13F-HR | 16 Apr 2020, 13:51 |
| Q4 2019 | 106 | $106,397,000 | +$3,021,733 | -$2,839,049 | +$182,684 | GLD, AAPL, MSFT, PEP, JNJ | 13F-HR | 31 Jan 2020, 16:13 |
| Q3 2019 | 103 | $99,790,000 | +$1,063,210 | -$3,102,598 | -$2,039,388 | GLD, MSFT, AAPL, PEP, JNJ | 13F-HR | 21 Oct 2019, 08:06 |
| Q2 2019 | 102 | $99,369,000 | +$7,751,120 | -$23,746,248 | -$15,995,128 | GLD, MSFT, PEP, AAPL, JNJ | 13F-HR | 26 Jul 2019, 13:45 |
| Q1 2019 | 370 | $112,253,000 | +$7,484,062 | -$4,160,933 | +$3,323,129 | JNJ, MSFT, AAPL, VHT, PEP | 13F-HR | 09 May 2019, 15:31 |
| Q4 2018 | 384 | $97,771,000 | +$9,220,682 | -$8,590,622 | +$630,060 | JNJ, VHT, AAPL, PEP, MSFT | 13F-HR | 14 Feb 2019, 09:42 |
| Q3 2018 | 454 | $110,419,000 | +$3,654,759 | -$2,526,103 | +$1,128,656 | AAPL, VHT, JNJ, PEP, VFH | 13F-HR | 14 Nov 2018, 08:43 |
| Q2 2018 | 428 | $102,712,000 | +$9,893,079 | -$9,918,256 | -$25,177 | AAPL, VHT, JNJ, VFH, PEP | 13F-HR | 10 Aug 2018, 13:09 |
| Q1 2018 | 446 | $100,087,000 | +$4,071,488 | -$6,986,190 | -$2,914,702 | AAPL, VFH, VHT, PEP, JNJ | 13F-HR | 15 May 2018, 15:50 |
| Q4 2017 | 437 | $105,394,000 | $0 | $0 | $0 | AAPL, VFH, VHT, PEP, JNJ | 13F-HR | 13 Feb 2018, 12:11 |